On August 8, TSMC released its July revenue numbers, reporting NT$323.17 billion (approx. USD 10 billion), marking a 22.5% increase month-over-month and a 25.8% surge compared to last year. From January to July, the chip giant's cumulative revenue reached NT$2.096 trillion, up 37.6% year-over-year.

During its July earnings call, TSMC raised its full-year growth outlook to 30%, aligning with market expectations. Chairman and CEO C.C. Wei emphasized that customer behavior remains strong, with no signs of slowdown—especially in AI-related demand, which continues to drive momentum across the board.

Wei also highlighted TSMC's ongoing global expansion. Its U.S. operations are progressing steadily based on customer needs, aiming to build a complete megafab ecosystem in Arizona that includes advanced packaging. The company reiterated its commitment to becoming a key enabler of customer success and supporting the development of the U.S. semiconductor industry.

Looking ahead, TSMC projects Q3 revenue between USD 31.8 billion and USD 33.0 billion, with the midpoint of USD 32.4 billion representing roughly 8% quarter-on-quarter growth. The company is holding its full-year capital expenditure guidance steady at USD 38–42 billion. In the first half of 2025, it spent a total of USD 19.69 billion on capex, with USD 10.06 billion in Q1 and USD 9.63 billion in Q2.